See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,711 | $138,044-86.4% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.46% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,244 | $5,243-76.3% | $4,814-74.2% | $4,740-73.8% |
| Participant deferral / active EE | $9,823 | $7,799+26.0% | $7,446+31.9% | $6,400+53.5% |
| Admin fee / account holder | $100 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |